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ORTFX vs UTAYX
ORTFX vs UTAYX Comparison
Open Charts ORTFX vs UTAYX
NYLI MacKay Oregon Muni
Price$10.07
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets273.79M
NYLI MacKay Utah Muni
Price$9.48
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets195.81M
ORTFX vs UTAYX Comparison Chart in %
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ORTFX vs. UTAYX commentary
Jul 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ORTFX is a Hold and UTAYX is a Hold.
FUNDAMENTALS
Fundamentals
ORTFX has more cash in the bank: 274M vs. UTAYX (196M). UTAYX pays higher dividends than ORTFX: UTAYX (3.66) vs ORTFX (3.01). ORTFX was incepted earlier than UTAYX: ORTFX (39 years) vs UTAYX (29 years). UTAYX (0.75) is less costly to investors than ORTFX (0.71). UTAYX is a more actively managed with annual turnover of: 34.00 vs. ORTFX (23.00). UTAYX has a lower initial minimum investment than ORTFX: UTAYX (0) vs ORTFX (1000). UTAYX annual gain was more profitable for investors over the last year : 2.06 vs. ORTFX (1.01). UTAYX return over 5 years is better than : 0.38 vs. ORTFX (-2.19).
| ORTFX | UTAYX | ORTFX / UTAYX | |
| Total Expense Ratio | 0.71 | 0.55 | 129% |
| Annual Report Gross Expense Ratio | 0.71 | 0.75 | 95% |
| Fund Existence | 39 years | 29 years | - |
| Gain YTD | 0.080 | 0.585 | 14% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 274M | 196M | 140% |
| Annual Yield % from dividends | 3.01 | 3.66 | 82% |
| Returns for 1 year | 1.01 | 2.06 | 49% |
| Returns for 3 years | 4.22 | 6.10 | 69% |
| Returns for 5 years | -2.19 | 0.38 | -580% |
| Returns for 10 years | 9.94 | 16.71 | 59% |
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